MILLER CAPITAL MANAGEMENT, INC.

Overview

Miller Capital Management, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services geared toward smaller private clients and small businesses. The firm charges clients on a percentage-of-assets basis and also offers hourly billing for planning work. Its reporting indicates a clear preference for equity markets: exchange-traded equities are the dominant allocation, and the firm does not identify as an active ESG investor. Advisory work appears hands-on and largely non-discretionary — the entirety of reported assets are held as non-discretionary — which suggests Miller Capital Management, Inc. typically executes plans and recommendations in coordination with clients rather than running fully discretionary mandates. The firm lists an industry affiliation with an accountant, which points to integrated tax and reporting coordination in client engagements.

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Public Holdings

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Location & Offices